Distributions

Creating custom waterfalls and running distributions.

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11 articles in this collection
Written by Kevin Heras, Matthew Attou, Brad St. Onge and 2 others

How to create a distribution plan

A step by step walkthrough of creating a custom distribution plan based on your waterfall.

Written by Jay Krause
Updated over a week ago

Distribution Plan: Waterfall Hurdles Explained

Breaking down the use and configuration of each type of waterfall hurdle.

Written by Jay Krause
Updated over a week ago

How to run a distribution

A step-by-step guide to process a new distribution.

Written by Jay Krause
Updated over a week ago

How do I create a Custom Distribution? (Video)

This article will show you how to manually record distributions

Written by Brad St. Onge
Updated over a week ago

Day Count Convention Explained

What are the differences in day count convention?

Written by James Trammel
Updated over a week ago

Handling failed distribution payments (VIDEO)

How to identify, review, and re-send failed distribution payments via ACH or cheque.

Written by Jay Krause
Updated over a week ago

How to delete a distribution plan

A step by step walk through for deleting distribution plans.

Written by Matthew Attou
Updated over a week ago

InvestNext Payments (ACH)

Set-up InvestNext Payments (Automated Payments)

Learn how to set-up InvestNext Payments to automatically send ACH and Cheque payments for Distributions and receive Contribution funds.

Written by Jay Krause
Updated over a week ago

Enabling Inbound Payments

How to enable inbound payments to allow investors to submit their contribution funds directly through the investor portal.

Written by Brad St. Onge
Updated over a week ago

ACH Payment Transaction Time

When will ACH payments be received by investors?

Written by Jay Krause
Updated over a week ago

Payment Status

This article will describe how to check if an investor has received their ACH payment for a given distribution

Written by Kevin Heras
Updated over a week ago